-50.2%
VG vs SIRI
+61.1%
-111.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.5% | +2.3% |
| 7D | -8.3% | +11.4% | -19.7% | -9.1% |
| 30D | -10.3% | +24.2% | -34.6% | -12.2% |
| 3M | -10.8% | +11.1% | -21.9% | -11.7% |
| 6M | +3.5% | +23.9% | -20.4% | -0.3% |
| YTD | +74.0% | +70.0% | +3.9% | +51.5% |
| 1Y | +48.9% | +56.6% | -7.7% | +33.3% |
| All | -50.2% | +61.1% | -111.3% | -58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SIRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling